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| Westshore Wealth LLC
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|---|---|
| CRD # | 283843 |
| SEC # | 801-108664 |
| CIK # | 0001806366 |
| AUM | 662.4 M (2026-03-30) |
| Employees | 10 (70% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 949-825-7505 |
| Address | 4041 MacArthur Blvd Newport Beach, CA 92660 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Atlas Holdings Inc | 17.1 | ||
| United Parcel Service Inc | 9.0 | ||
| Nvidia Corp | 7.3 | ||
| Apple Inc | 4.8 | ||
| Microsoft Corp | 2.0 | ||
| Amazon Com Inc | 1.8 | ||
| ServiceNow Inc | 1.7 | ||
| Alphabet Inc | 1.6 | ||
| Facebook Inc | 1.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18 | 4.1 |
| (b) Individuals (high net worth individuals) | 172 | 648.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 6.1 |
| (h) Charitable organizations | 7 | 4.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 848 | 662.4 |
| By Discretionary | ||
| Discretionary | 826 | 648.5 |
| Non-Discretionary | 22 | 13.9 |
| Total | 848 | 662.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 662.4 | |
| Total | 848 | 662.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001806366] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 4 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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Diligent Investors LLC
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Cruden Bay Investment Management LLC
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Three Arch Wealth Management LLC
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|
Harrell Investment Partners LLC
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TX | 662.4 M |
|
Kesler Norman & Wride LLC
✚
|
UT | 661.4 M |
|
Banorte Asset Management Inc
✚
|
TX | 661.2 M |